
An Ultra-High-Net-Worth (UHNW) client in the USA sought JLP Advisory’s assistance with purchasing and developing a prime real estate asset valued at $20 million. To facilitate this acquisition, they required $10 million in bridging finance, allowing them to secure the property quickly and proceed with their development plans.
While many UK brokerages face challenges in navigating international deals, JLP Advisory’s global reach and strong connections across financial markets uniquely positioned us to manage this complex transaction. We began by conducting a detailed assessment of the client’s financial position and the potential of the property, ensuring that we fully understood their needs and objectives.
Leveraging our extensive network of international financial partners, we secured a $10 million bridging loan with highly favourable terms. This enabled the client to swiftly acquire the property, capitalising on the opportunity without delay. The financing structure provided the necessary flexibility for the client to move forward while they finalised long-term development financing.
Simultaneously, JLP Advisory offered strategic advice on the upcoming development, helping the client plan and budget effectively. Our team explored various financing avenues for the development phase, ensuring that the client could maximise the property’s value and achieve their investment goals.
This successful transaction highlighted JLP Advisory’s ability to operate across borders, providing our clients with access to global financial solutions that many UK-based brokerages cannot offer. Our expertise in securing international deals, coupled with our commitment to delivering tailored solutions, ensured that the client’s objectives were met efficiently and effectively, laying the groundwork for a highly successful development project.
The content of our case studies serves a purely illustrative purpose within the market. These studies may amalgamate several scenarios to provide a comprehensive illustration. Some narratives are derived from actual enquiries received by our firm; however, not all enquiries culminate in finalised transactions. The publication of a case study does not signify the completion of the business described.